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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,768 | $46,596-10.4% | $64,099-34.8% | $75,181-44.4% |
| Participation rate | 56.4% | 65.9%-9.5pp | 72.3%-15.9pp | 67.2%-10.8pp |
| Annual return | 18.16% | 26.04%-7.9pp | 33.70%-15.5pp | 160.69%-142.5pp |
| Employer contribution / active EE | $648 | $1,975-67.2% | $2,748-76.4% | $2,671-75.7% |
| Participant deferral / active EE | $1,904 | $2,837-32.9% | $3,881-51.0% | $4,126-53.9% |
| Admin fee / account holder | $2,740 | $2,954-7.2% | $3,070-10.8% | $5,650-51.5% |